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Invitation Homes

474 hedge funds and large institutions have $27.1B invested in Invitation Homes in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 186 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $113M | Put options by funds: $35.7M

68% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 50

28% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 145

21% more capital invested

Capital invested by funds: $22.4B → $27.1B (+$4.69B)

6% more funds holding

Funds holding: 447474 (+27)

2.06% more ownership

Funds ownership: 98.23%100.29% (+2.1%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

Holders
474
Holders Change
+27
Holders Change %
+6.04%
% of All Funds
7.29%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.31%
New
84
Increased
186
Reduced
145
Closed
50
Calls
$113M
Puts
$35.7M
Net Calls
+$76.9M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.8B +$115M +2,780,502 +3%
BlackRock
2
BlackRock
New York
$2.31B +$296M +7,152,163 +16%
Cohen & Steers
3
Cohen & Steers
New York
$2.03B +$420M +10,164,995 +29%
Norges Bank
4
Norges Bank
Norway
$1.36B
Principal Financial Group
5
Principal Financial Group
Iowa
$1.25B +$2.85M +68,869 +0.3%
State Street
6
State Street
Massachusetts
$1.17B +$92.7M +2,243,639 +10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$893M +$26.5M +640,701 +3%
AAMU
8
APG Asset Management US
New York
$820M -$13.7M -332,100 -2%
RC
9
Resolution Capital
Australia
$769M -$114M -2,757,438 -14%
Invesco
10
Invesco
Georgia
$658M +$29.2M +706,414 +5%
CIM
11
Centersquare Investment Management
Pennsylvania
$526M -$40.8M -988,289 -8%
JP Morgan Chase
12
JP Morgan Chase
New York
$513M -$6.53M -158,140 -1%
PI
13
PGGM Investments
Netherlands
$487M -$38.9M -941,057 -8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$443M +$21.5M +519,278 +6%
Goldman Sachs
15
Goldman Sachs
New York
$396M +$37.2M +899,703 +11%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$396M -$3.79M -91,830 -1%
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$374M +$47.1M +1,140,114 +16%
N
18
Nuveen
North Carolina
$366M -$3.66M -88,603 -1%
Legal & General Group
19
Legal & General Group
United Kingdom
$284M +$2.67M +64,643 +1%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$262M +$97.3M +2,354,147 +69%
Morgan Stanley
21
Morgan Stanley
New York
$251M -$7.44M -180,048 -3%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$232M -$23.7M -574,002 -10%
Northern Trust
23
Northern Trust
Illinois
$231M -$1.01M -24,541 -0.5%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$212M -$12.1M -292,818 -6%
UBS AM
25
UBS AM
Illinois
$209M +$22.7M +549,931 +14%

INVH Hedge Fund Activity: Q4 2021 in Review

474 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2021, worth a combined $27.1B — up 21% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new INVH positions and 50 closed out — a net gain of 34 holders — while 186 added to existing stakes and 145 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $420M. The largest seller was Wells Fargo, cutting an estimated $230M.

  • 474 institutional investors held Invitation Homes (INVH) as of Q4 2021, up from 447 in Q3 2021.
  • Funds reported $27.1B of Invitation Homes stock for Q4 2021, up 21% quarter-over-quarter.
  • 84 funds opened new Invitation Homes positions in Q4 2021 and 50 closed out, a net change of +34 holders.
  • The largest Invitation Homes buyer in Q4 2021 was Cohen & Steers, an estimated $420M added.
  • The largest Invitation Homes seller in Q4 2021 was Wells Fargo, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2021.